TransDigm (TDG) reports Q2 earnings: What key metrics have to say

TransDigm Group reported $2.15 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 12%. EPS of $9.11 for the same period compares to $7.99 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.17 billion, representing a surprise of -0.72%. The company delivered an EPS surprise of +2.94%, with the consensus EPS estimate being $8.85.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how TransDigm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net sales to external customers- Non-aviation: $40 million compared to the $46.65 million average estimate based on four analysts. The reported number represents a change of -13% year over year.
• Net sales to external customers- Airframe: $1 billion versus $1.10 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.5% change.
• Net sales to external customers- Power & Control: $1.11 billion versus the three-analyst average estimate of $1.04 billion. The reported number represents a year-over-year change of +21.2%.
• Net sales to external customers- Airframe- Commercial and non-aerospace OEM: $305 million versus the two-analyst average estimate of $346.21 million. The reported number represents a year-over-year change of -1%.
• Net sales to external customers- Airframe- Defense: $341 million versus the two-analyst average estimate of $328.12 million. The reported number represents a year-over-year change of +8.3%.
• Net sales to external customers- Power & Control- Defense: $533 million versus $442.99 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +26.3% change.
• Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket: $337 million versus $327.62 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +66.8% change.
• Net sales to external customers- Power & Control- Commercial and non-aerospace OEM: $238 million compared to the $210.91 million average estimate based on two analysts. The reported number represents a change of -17.9% year over year.
• Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket: $356 million versus the two-analyst average estimate of $401.97 million. The reported number represents a year-over-year change of +6%.
• EBITDA- Power & Control: $636 million compared to the $589.29 million average estimate based on three analysts.
• EBITDA- Non-aviation: $16 million versus $17.78 million estimated by three analysts on average.
• EBITDA- Airframe: $529 million compared to the $537.98 million average estimate based on three analysts.

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